WAM
WLH

Wealthspire Advisors (Maryland)’s WILLIAM LYON HOMES WLH Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WLH Stock Details WLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-177
Closed -$3K – 2519
2019
Q1 		$3K Hold
177
– – ﹤0.01% 2106
2018
Q4 		$2K Buy
+177
New +$2.26K ﹤0.01% 2199
2018
Q3 		– Sell
-11
Closed – – 2633
2018
Q2 		$0 Sell
11
-3
-21% -$77 ﹤0.01% 2712
2018
Q1 		$0 Buy
14
+3
+27% +$84 ﹤0.01% 2761
2017
Q4 		$0 Hold
11
– – ﹤0.01% 2670
2017
Q3 		$0 Buy
+11
New +$256 ﹤0.01% 2645

Other funds holding WLH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WLH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of WILLIAM LYON HOMES (WLH) in Q2 2019, closing a stake of 177 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in WLH in Q3 2017 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 151 funds tracked by Wall St. Rank hold WLH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining WILLIAM LYON HOMES position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 177 WILLIAM LYON HOMES shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in WILLIAM LYON HOMES in Q3 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s WILLIAM LYON HOMES position peaked at $3K in Q1 2019.
  • 151 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.